Civic Intelligence

Stewart & Stewart PC

Plan context: Stewart & Stewart PC 401K Profit Sharing Plan

EIN 63-1111948 • Anniston, AL • 17 filings • 3 plans

PO Box 2274Anniston, AL 36202-2274
Current Snapshot

Latest Year

2019

2019 Participants

6

2019 Assets

$757,760

2019 Contributions

$4,500

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,549,324$774,662$0200320122019YearValue
$757,760Latest year 2019

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1470200320112019YearValue
6Latest year 2019

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201916$757,760$4,500$750iApproximate average salary by contribution assumption: employee only about $18,750 at 4% or $12,500 at 6%; with 50% employer match about $12,500 at 4% or $8,333 at 6%; with 100% employer match about $9,375 at 4% or $6,250 at 6%.
Stewart & Stewart PC 401K Profit Sharing Plan-6$757,760$4,500$750iApproximate average salary by contribution assumption: employee only about $18,750 at 4% or $12,500 at 6%; with 50% employer match about $12,500 at 4% or $8,333 at 6%; with 100% employer match about $9,375 at 4% or $6,250 at 6%.
201817$665,388$4,159$594iApproximate average salary by contribution assumption: employee only about $14,854 at 4% or $9,902 at 6%; with 50% employer match about $9,902 at 4% or $6,602 at 6%; with 100% employer match about $7,427 at 4% or $4,951 at 6%.
Stewart & Stewart PC 401K Profit Sharing Plan-7$665,388$4,159$594iApproximate average salary by contribution assumption: employee only about $14,854 at 4% or $9,902 at 6%; with 50% employer match about $9,902 at 4% or $6,602 at 6%; with 100% employer match about $7,427 at 4% or $4,951 at 6%.
201714$700,088$4,525$1,131iApproximate average salary by contribution assumption: employee only about $28,281 at 4% or $18,854 at 6%; with 50% employer match about $18,854 at 4% or $12,569 at 6%; with 100% employer match about $14,141 at 4% or $9,427 at 6%.
Stewart & Stewart PC 401K Profit Sharing Plan-4$700,088$4,525$1,131iApproximate average salary by contribution assumption: employee only about $28,281 at 4% or $18,854 at 6%; with 50% employer match about $18,854 at 4% or $12,569 at 6%; with 100% employer match about $14,141 at 4% or $9,427 at 6%.
201615$611,104$4,428$886iApproximate average salary by contribution assumption: employee only about $22,140 at 4% or $14,760 at 6%; with 50% employer match about $14,760 at 4% or $9,840 at 6%; with 100% employer match about $11,070 at 4% or $7,380 at 6%.
Stewart & Stewart PC 401K Profit Sharing Plan-5$611,104$4,428$886iApproximate average salary by contribution assumption: employee only about $22,140 at 4% or $14,760 at 6%; with 50% employer match about $14,760 at 4% or $9,840 at 6%; with 100% employer match about $11,070 at 4% or $7,380 at 6%.
201516$588,307$5,087$848iApproximate average salary by contribution assumption: employee only about $21,196 at 4% or $14,131 at 6%; with 50% employer match about $14,131 at 4% or $9,420 at 6%; with 100% employer match about $10,598 at 4% or $7,065 at 6%.
Stewart & Stewart PC 401K Profit Sharing Plan-6$588,307$5,087$848iApproximate average salary by contribution assumption: employee only about $21,196 at 4% or $14,131 at 6%; with 50% employer match about $14,131 at 4% or $9,420 at 6%; with 100% employer match about $10,598 at 4% or $7,065 at 6%.
2014112$743,977$18,532$1,544iApproximate average salary by contribution assumption: employee only about $38,608 at 4% or $25,739 at 6%; with 50% employer match about $25,739 at 4% or $17,159 at 6%; with 100% employer match about $19,304 at 4% or $12,869 at 6%.
Stewart & Stewart PC 401K Profit Sharing Plan-12$743,977$18,532$1,544iApproximate average salary by contribution assumption: employee only about $38,608 at 4% or $25,739 at 6%; with 50% employer match about $25,739 at 4% or $17,159 at 6%; with 100% employer match about $19,304 at 4% or $12,869 at 6%.
2013110$1,549,324$38,372$3,837iApproximate average salary by contribution assumption: employee only about $95,930 at 4% or $63,953 at 6%; with 50% employer match about $63,953 at 4% or $42,636 at 6%; with 100% employer match about $47,965 at 4% or $31,977 at 6%.
Stewart & Stewart PC 401K Profit Sharing Plan-10$1,549,324$38,372$3,837iApproximate average salary by contribution assumption: employee only about $95,930 at 4% or $63,953 at 6%; with 50% employer match about $63,953 at 4% or $42,636 at 6%; with 100% employer match about $47,965 at 4% or $31,977 at 6%.
201219$1,336,832$155,338$17,260iApproximate average salary by contribution assumption: employee only about $431,494 at 4% or $287,663 at 6%; with 50% employer match about $287,663 at 4% or $191,775 at 6%; with 100% employer match about $215,747 at 4% or $143,831 at 6%.
Stewart & Stewart PC 401K Profit Sharing Plan-9$1,336,832$155,338$17,260iApproximate average salary by contribution assumption: employee only about $431,494 at 4% or $287,663 at 6%; with 50% employer match about $287,663 at 4% or $191,775 at 6%; with 100% employer match about $215,747 at 4% or $143,831 at 6%.
2011110$1,174,749$156,846$15,685iApproximate average salary by contribution assumption: employee only about $392,115 at 4% or $261,410 at 6%; with 50% employer match about $261,410 at 4% or $174,273 at 6%; with 100% employer match about $196,058 at 4% or $130,705 at 6%.
Stewart & Stewart PC 401K Profit Sharing Plan-10$1,174,749$156,846$15,685iApproximate average salary by contribution assumption: employee only about $392,115 at 4% or $261,410 at 6%; with 50% employer match about $261,410 at 4% or $174,273 at 6%; with 100% employer match about $196,058 at 4% or $130,705 at 6%.
2010111$1,185,204$172,727$15,702iApproximate average salary by contribution assumption: employee only about $392,561 at 4% or $261,708 at 6%; with 50% employer match about $261,708 at 4% or $174,472 at 6%; with 100% employer match about $196,281 at 4% or $130,854 at 6%.
Stewart & Stewart PC 401K Profit Sharing Plan-11$1,185,204$172,727$15,702iApproximate average salary by contribution assumption: employee only about $392,561 at 4% or $261,708 at 6%; with 50% employer match about $261,708 at 4% or $174,472 at 6%; with 100% employer match about $196,281 at 4% or $130,854 at 6%.
2009114$947,946$154,899$11,064iApproximate average salary by contribution assumption: employee only about $276,605 at 4% or $184,404 at 6%; with 50% employer match about $184,404 at 4% or $122,936 at 6%; with 100% employer match about $138,303 at 4% or $92,202 at 6%.
Stewart & Stewart PC 401K Profit Sharing Plan-14$947,946$154,899$11,064iApproximate average salary by contribution assumption: employee only about $276,605 at 4% or $184,404 at 6%; with 50% employer match about $184,404 at 4% or $122,936 at 6%; with 100% employer match about $138,303 at 4% or $92,202 at 6%.
2008110$672,078$150,948$15,095iApproximate average salary by contribution assumption: employee only about $377,370 at 4% or $251,580 at 6%; with 50% employer match about $251,580 at 4% or $167,720 at 6%; with 100% employer match about $188,685 at 4% or $125,790 at 6%.
Stewart & Stewart PC 401K Profit Sharing Plan-10$672,078$150,948$15,095iApproximate average salary by contribution assumption: employee only about $377,370 at 4% or $251,580 at 6%; with 50% employer match about $251,580 at 4% or $167,720 at 6%; with 100% employer match about $188,685 at 4% or $125,790 at 6%.
2007111$0$0-
Stewart & Stewart PC 401K Profit Sharing Plan-11---
2006113$549,410$139,877$10,760iApproximate average salary by contribution assumption: employee only about $268,994 at 4% or $179,329 at 6%; with 50% employer match about $179,329 at 4% or $119,553 at 6%; with 100% employer match about $134,497 at 4% or $89,665 at 6%.
Stewart & Stewart PC 401K Profit Sharing Plan-13$549,410$139,877$10,760iApproximate average salary by contribution assumption: employee only about $268,994 at 4% or $179,329 at 6%; with 50% employer match about $179,329 at 4% or $119,553 at 6%; with 100% employer match about $134,497 at 4% or $89,665 at 6%.
200518$369,626$105,597$13,200iApproximate average salary by contribution assumption: employee only about $329,991 at 4% or $219,994 at 6%; with 50% employer match about $219,994 at 4% or $146,663 at 6%; with 100% employer match about $164,995 at 4% or $109,997 at 6%.
Stewart & Stewart PC 401K Profit Sharing Plan-8$369,626$105,597$13,200iApproximate average salary by contribution assumption: employee only about $329,991 at 4% or $219,994 at 6%; with 50% employer match about $219,994 at 4% or $146,663 at 6%; with 100% employer match about $164,995 at 4% or $109,997 at 6%.
200417$253,170$109,155$15,594iApproximate average salary by contribution assumption: employee only about $389,839 at 4% or $259,893 at 6%; with 50% employer match about $259,893 at 4% or $173,262 at 6%; with 100% employer match about $194,920 at 4% or $129,946 at 6%.
Stewart & Stewart PC 401K Profit Sharing Plan-7$253,170$109,155$15,594iApproximate average salary by contribution assumption: employee only about $389,839 at 4% or $259,893 at 6%; with 50% employer match about $259,893 at 4% or $173,262 at 6%; with 100% employer match about $194,920 at 4% or $129,946 at 6%.
200314$135,183$135,183$33,796iApproximate average salary by contribution assumption: employee only about $844,894 at 4% or $563,263 at 6%; with 50% employer match about $563,263 at 4% or $375,508 at 6%; with 100% employer match about $422,447 at 4% or $281,631 at 6%.
Stewart & Stewart PC 401K Profit Sharing Plan-4$135,183$135,183$33,796iApproximate average salary by contribution assumption: employee only about $844,894 at 4% or $563,263 at 6%; with 50% employer match about $563,263 at 4% or $375,508 at 6%; with 100% employer match about $422,447 at 4% or $281,631 at 6%.